Create the Advisors User Account

You must create an account in the Configuration Server that can be used by the Advisors products to connect to and retrieve information from the Configuration Server. In this Deployment Guide, the account is referred to as the Advisors User account, but you can give the account a name of your choice. That is, it is not necessary to name the account Advisors User. The permissions shown in the following Table are required for this account.

Deployment Roadmap

The arrow icon in the following roadmap indicates where you are in the Advisors deployment process.

1. [+] Install the databases that correspond to the Advisors products you will deploy.
   1. Advisors Genesys Adapter metrics database
   2. Advisors Platform database
   3. Metric Graphing database
2. Create the Advisors User and the Object Configuration User in Configuration Server.
3. [+] Install the Platform service on servers where it is required for Advisors components.
   • Advisors Administration
   • Advisors Web Services
   • WA Server
   • FA Server with rollup engine
   • CCAdv/WA/FA Accessibility services
   • CCAdv/WA Resource Management console
4. Install each adapter that you will use and configure the adapter Application objects with Stat Server connections.
5. [+] Install the Advisors components for your enterprise.
   1. Contact Center Advisor server (CCAdv XML Generator)
   2. Workforce Advisor server
   3. Frontline Advisor server
   4. SDS and the CCAdv/WA Resource Management console
6. Make any required configuration changes.

Tip

You might need to use Configuration Manager to configure some of the permissions described in the following Table; it might not be possible to configure everything listed below in other Genesys configuration interfaces (Genesys Administrator or GAX).

Important

You must grant the Advisors user a privilege that allows that user to create materialized views if you are not using the supplied deployment scripts to create the user.

Object	Permissions	Notes
Applications folder	Execute, Change	Only for Configuration Server 8.1.2 and later. Required for the Platform and AGA user account to connect to the Configuration Server and Stat Servers. Change permission is required so the installers can update properties of Application objects that correspond to Advisors servers.
Hosts folder	Read	Read permission is required on the Hosts folder so that the hosts on which Solution Control Server is deployed can be read from the Configuration Server.
link=] Adapter Application object(s)	Read, Change	Starting with release 8.5.2, permissions on the adapter Application object are required for adapter–Stat Server communication. These permissions also allow the migration wizard to update properties in both the adapter Application object and the Stat Server Application object. See Manage Stat Server Instances for more information about the Advisors Stat Server configuration.
Stat Server Application object(s)	link=] Change	The Change permission is required starting in release 8.5.2. The migration wizard connects to the Configuration Server in order to update the properties in both the adapter Application object and the Stat Server Application object. See Manage Stat Server Instances for more information about the Advisors Stat Server configuration.
Tenants	Read
Agent Groups	Read, Read Permissions, Change, Change Permissions	Change and Change Permissions are required to propagate changes saved in the Base Object Configuration page to Configuration Server.
Switches	Read
DNs (of type ACD Queues and Virtual Queues)	Read, Read Permissions, Change, Change Permissions	Change and Change Permissions are required to propagate changes saved in the Base Object Configuration page to Configuration Server.
Persons	Read, Read Permissions
	Change	Required only in the following circumstances: if the Advisors Administration module will be used to modify user accounts if the Resource Management Console will be used to modify agent skills (the Change permission is required to save the agent skill changes)
Skills	Read	Read permission is required to view skills in the Resource Management Console.
Scripts (of type Interaction Queues)	Read, Read Permissions, Change, Change Permissions	Change and Change Permissions are required to propagate changes saved in the Base Object Configuration page to Configuration Server.
Access Groups	Read, Read Permissions
	Change	Only required if Advisors Administration module will be used to modify user accounts.
Calling lists	Read, Read Permissions, Change, Change Permissions	Change and Change Permissions are required to propagate changes saved in the Base Object Configuration page to Configuration Server.
Roles	Read, Read Permissions	Used to determine functional permissions for users.
Business Attributes	Read, Read Permissions	Used to determine access to Advisors metadata objects.
Advisors Metrics Business Attributes	Read, Create, Change, Delete, Read Permissions, Change Permissions	Used for the Metric Manager.
Folders in Persons	Read, Read Permissions	Required for FA.
Folder in Agent Groups	Read, Read Permissions	Required for FA.
SDS Application	Read, Change, Read Permissions	Only required if you deploy Supervisor Desktop Service.